Xpenser integrates with Microsoft Dynamics GP so that the two systems are synchronized, meaning faster expense reimbursement and less manual entry. This video will show you what the Microsoft Dynamics GP - Xpenser integration looks like:
How does Xpenser - Microsoft Dynamics GP Integration work?
You'll need to export your chart of accounts and vendor lists from Dynamics GP via SmartList. On how to export your chart of accounts and vendor lists, see this article.
The setup for Xpenser - Dynamics GP integration is quite straightforward. Here's how it works:
Step 1: We Map your Dynamics GP Chart of Accounts to Xpenser Categories
Step 2: We Map your Dynamics GP Vendors to Xpenser Employees
Step 3: You'll be able to map each Xpenser Employee to the appropriate Vendor account in Dynamics GP:
Step 4: From there, either your Dynamics GP VAR or one of our Dynamics GP VARs will assist you with the full integration.
Once your integration is completed, you'll be able to export expense reports from Xpenser directly into Dynamics GP with just the click of a button. It will automatically import an expense report as a payable transaction tied directly to a Vendor (your employee). Additionally, the corresponding journal entries will be tied directly to your chart of accounts. Here's an example:
Contact us at 1-877-771-5103 or email firstname.lastname@example.org to get started!